To The Moon

$BYD Co., Ltd.(BYDDY)$ $Tesla Motors(TSLA)$ 🚀🇨🇳⚡🔥 BYD’s $105 Triumph, Tesla’s 45% Nightmare, $16 Billion Short Seller Feast! 🔥⚡🚀🇨🇳

The electric vehicle market is undergoing a seismic shift, with Chinese powerhouse BYD soaring while Tesla struggles. BYD’s ADR has surged past $105, reinforcing its dominance, while Tesla’s stock has plunged nearly 45% year-to-date in 2025, delivering short sellers a jaw-dropping $16 billion windfall. This dramatic divergence signals a major realignment in the global automotive sector.

📊 BYD’s Meteoric Rise

1️⃣ Technological Prowess, BYD’s revolutionary fast-charging system delivers 400 kilometres in just five minutes, outpacing Tesla’s Supercharger capabilities.

2️⃣ Robust Sales Growth, BYD sold 4.27 million new energy vehicles in 2024, dwarfing Tesla’s 1.79 million BEVs.

3️⃣ Global Expansion, BYD has outpaced Tesla in key markets like the UK and Singapore, with the $9,500 Seagull model proving a hit.

4️⃣ Vertical Integration, BYD’s control over its supply chain gives it a cost advantage that Tesla struggles to match.

📉 Tesla’s Turbulent Descent

1️⃣ Political and Regulatory Headwinds, Musk’s support for Trump, coupled with the threat of EV subsidy cuts, casts a shadow over Tesla.

2️⃣ China Competition, Tesla is losing ground as BYD’s affordable models gain market share.

3️⃣ Operational Challenges, Cybertruck delays and FSD regulatory hurdles in China add to Tesla’s woes.

4️⃣ Leadership Distractions, Musk’s external ventures, including an advisory role in Trump’s DOGE initiative, are fuelling investor concerns.

💰 Short Sellers Feast

Tesla’s stock decline has handed short sellers $16 billion in profits as of March 2025. Short interest is up 16% in a month, reflecting waning confidence in Tesla’s comeback.

⚡ EV Market Implications

   •   Chinese Automakers Ascend, BYD’s rise, along with Nio and Xpeng, underscores China’s growing dominance in EVs.

   •   Innovation Race, Fast-charging breakthroughs and autonomous driving efforts are accelerating global EV adoption.

   •   Investor Caution, Tesla’s volatility highlights the sector’s inherent risks amid rapid technological and policy changes.

Source 📰 Trade Desk: BYD is pioneering the democratization of autonomous driving by integrating its "God's Eye" ADAS system across all its models, even in budget-friendly options like the Seagull, priced at just $9,550. This system, available in tiers such as DiPilot 100, comes standard at no additional cost, offering features like adaptive cruise control and lane keeping. By including such technology in low-cost EVs, BYD is making advanced driving features available to the masses, a move supported by its massive production scale and vertical integration.

- The technical backbone of BYD's "God's Eye" system varies by tier. The base DiPilot 100 includes 12 cameras, 5 radars, 12 ultrasonic radars, and 100 TOPS (tera operations per second) of computing power. Higher-end tiers like DiPilot 300 and DiPilot 600 add LiDAR sensors and boost computing power to 600 TOPS, enabling more sophisticated urban navigation. This scalability allows BYD to cater to both budget and luxury segments while maintaining affordability through in-house component production.

BYD Company ADR $BYDDY, backed by Munger & Buffett, hits all-time highs, surpassing Ford, GM, and VW combined. Claims a 5-min charge for 250 miles.

🎯 Final Thoughts

BYD’s surge past $105 and Tesla’s 45% plunge encapsulate the high-stakes nature of the EV sector. Whether this marks a lasting power shift or a temporary shake-up, one thing is clear, the race for EV dominance is more intense than ever.

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